Mutual Funds Trading Operations Specialist

The Charles Schwab Corp

Lone Tree, CO

JOB DETAILS
SKILLS
Accounting, Analysis Skills, Asset Management, Brokerage, Business Operations, Communication Skills, Cross-Functional, Customer Support/Service, Data Entry, Detail Oriented, Establish Priorities, Finance, Financial Services, Interpersonal Skills, Microsoft Excel, Microsoft Outlook, Microsoft Word, Mutual Funds, Presentation/Verbal Skills, Problem Solving Skills, Public/Media/Press/Analyst Relations, Risk Management, Series 7, Team Player, Vendor/Supplier Relations, Writing Skills
LOCATION
Lone Tree, CO
POSTED
3 days ago

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group within the Industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees. This business unit operations under the Asset Management Operations umbrella maintaining 650+ Mutual Fund Family relationships with daily trading volumes that exceed $1 Billion.

MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations, including, but not limited too: Trading, Dividends, Sub Accounting and Vendor Relationships.

You must have the ability to maintain a good working relationship with our external Clearing Correspondents, external Mutual Fund Companies and Transfer Agents, and internal business partners. To be successful, you will be adaptable to change and work collaboratively with cross-location business partners.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

  • Minimum of 2+ years' experience with the back-office operations of a brokerage or financial services firm
  • Complex problem-solving skills
  • Strong analytical, research, data entry and prioritization skills
  • Proven experience collaborating across business units
  • Ability to understand and mitigate risk
  • Excellent written and verbal communication skills
  • Proficient with Microsoft Outlook, Excel and Word

Preferred Qualifications:

  • Experience with vendor relations or sub accounting relative to Mutual Funds
  • Ability to maintain a positive attitude during times of heavy volume and/or change
  • Strong interpersonal and teamwork skills
  • Ability to maintain accuracy while processing large volumes of work under strict time constraints
  • Detailed orientated
  • Bachelor''s degree
  • Series 7 & 63

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

About the Company

T

The Charles Schwab Corp

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Security and Surveillance
FOUNDED
1971
WEBSITE
http://www.aboutschwab.com/careers